Mortgage Projects & Strategy Lead

Truliant Federal Credit Union; Winston-Salem (NC); On-site; USD 125,000 - 165,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Prescription benefits

Paid holidays & PTO

401(k) with match

Tuition reimbursement

Teledoc

Job summary

Truliant Federal Credit Union in Winston-Salem, NC is seeking a Mortgage Special Projects Manager to lead high-impact mortgage initiatives that enhance member experience and operational efficiency. You will partner with mortgage leaders, business units, vendors, and IT to turn strategy into measurable results while guiding teams through planning and execution.

This role requires 7+ years of senior mortgage experience and strong skills in process improvement, stakeholder management, and

Qualifications

• 7+ years of senior-level mortgage experience.
• Lead complex mortgage projects from planning through implementation.
• Knowledge of loan programs and agency guidelines (FNMA, FHLMC, GNMA, FHA, VA).
• Excellent verbal, written, presentation, and communication skills.

Responsibilities

• Lead multiple mortgage-related projects from concept through implementation.
• Partner with mortgage leaders, business units, vendors, and IT teams to turn strategy into results.
• Improve processes, workflows, and operational effectiveness.
• Support training and process consistency that drive quality mortgage referrals and member experiences.

Skills

Project leadership

Mortgage products

FNMA

FHLMC

GNMA

FHA

VA loans

Analytics

Planning

Organization

Education

Bachelor's degree in Business/Finance

Tools

CRM software

Project tracking tools

Job description

Truliant Federal Credit Union in Winston-Salem, NC is seeking a Mortgage Special Projects Manager to lead high-impact mortgage initiatives that enhance member experience and operational efficiency. You will partner with mortgage leaders, business units, vendors, and IT to turn strategy into measurable results while guiding teams through planning and execution.

This role requires 7+ years of senior mortgage experience and strong skills in process improvement, stakeholder management, and